See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $548,409 | $165,335+231.7% | $149,696+266.3% | $158,922+245.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.87% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $867 | $5,103-83.0% | $4,644-81.3% | $4,761-81.8% |
| Participant deferral / active EE | $6,333 | $7,181-11.8% | $6,842-7.4% | $5,982+5.9% |
| Admin fee / account holder | $3,324 | $10,807-69.2% | $9,309-64.3% | $11,246-70.4% |